10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell

In this episode of Planning & Beyond, we welcome Lindsay Troxell, Founder and Head Coach of Our Coaching Initiative. Lindsay shares her personal journey and how it shaped her approach to identity work in financial planning.

Key points discussed:

1. Lindsay's framework for understanding identity: who you are, what you value, how you behave, and why it matters (purpose).
2. The importance of starting with "who" before diving into values and purpose.
3. How identity work can improve advisor, team, and client well-being.
4. Practical ways for advisors to incorporate identity discussions into client meetings.
5. Signs that indicate when an advisor should consider outsourcing deeper identity work to specialists.

You can learn more about Lindsay and her work by connecting with her through LinkedIn or her website linked below.

Connect with us below!

• Lindsay Troxell on LinkedIn
• Our Coaching Initiative
• Ashley Quamme on LinkedIn
• Visit Planning & Beyond